Institutional Ownership Essential Properties Realty Trust, Inc. (EPRT)
This table provides information about the institutional ownership of Essential Properties Realty Trust, Inc. (EPRT). We have compiled data on the 377 institutions that hold shares in the stock, with a total of 206 Million shares, which have been reported (via 13F filing form) to have a value of $6.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,162
shares
|
$66,740
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,134
shares
|
$65,876
0.0% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,056
shares
|
$63,468
0.0% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,928
shares
|
$59,517
0.0% of portfolio
|
Q1 2025
Added 549.16%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
1,550
shares
|
$47,848
0.0% of portfolio
|
Q1 2024
Added 29.17%
|
|
|
Franchise Capital LTD
Grand Cayman, E9 |
Apr 02, 2025 Q1 2025 |
1,287
shares
|
$39,729
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
1,276
shares
|
$39,390
0.01% of portfolio
|
Q1 2025
Reduced 12.06%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,211
shares
|
$37,383
0.01% of portfolio
|
Q4 2024
Added 215.36%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,164
shares
|
$35,932
0.0% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,132
shares
|
$34,944
0.0% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
946
shares
|
$29,203
0.0% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
923
shares
|
$28,493
0.0% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
880
shares
|
$27,165
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
867
shares
|
$26,764
0.0% of portfolio
|
Q1 2025
Reduced 9.97%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
816
shares
|
$25,189
0.0% of portfolio
|
Q2 2025
Added 22.16%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
778
shares
|
$24,016
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
776
shares
|
$23,955
0.0% of portfolio
|
Q2 2024
Added 52.16%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
742
shares
|
$22,905
0.0% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
697
shares
|
$21,516
0.0% of portfolio
|
Q1 2025
Added 21.85%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
677
shares
|
$20,898
0.0% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
663
shares
|
$20,466
0.0% of portfolio
|
Q1 2025
Added 152.09%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
637
shares
|
$19,664
0.0% of portfolio
|
Q1 2025
Added 12.74%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
602
shares
|
$18,583
0.0% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
506
shares
|
$15,620
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
500
shares
|
$15,435
0.0% of portfolio
|
Q4 2020
New holding
|